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Disclosery

MUB ISHARES TR

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NATIONAL MUN ETF (fund)

1,612 managers (1,634 13F filers) reported a position in MUB shares at 2026-03-31, 355,820,299 shares in all. 100 filers opened a position and 91 filers sold out during the quarter.

Managers
1,612
13F filers
1,634
New
100
Added
794
Reduced
503
Sold out
91
Shares held by filers
355,820,299

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Gray Private Wealth, LLC6,403$680K0.34%-92913F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO6,293$674K0.06%013F-HRTimelineGroup
Discipline Wealth Solutions, LLC6,349$674K0.07%-22613F-HRTimeline
Global Wealth Management Investment Adv…6,344$673K0.11%-2,89213F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC6,297$668K0.31%new13F-HRTimeline
ARRIEN INVESTMENTS, INC.6,283$667K0.36%013F-HRTimeline
Winthrop Advisory Group LLC6,263$665K0.05%+4113F-HRTimeline
Montecito Bank & Trust6,255$664K0.11%+19513F-HRTimeline
Peregrine Asset Advisers, Inc.6,239$662K0.18%013F-HRTimeline
Greykasell Wealth Strategies, Inc.6,217$660K0.27%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,205$659K0.06%-23313F-HR/ATimeline
Tassel Capital Management, Inc.6,184$656K0.36%013F-HRTimeline
Aspen Wealth Strategies, LLC6,149$653K0.35%+25013F-HRTimeline
Goodman Advisory Group, LLC6,132$651K0.17%013F-HRTimeline
Obermeyer Wealth Partners6,131$651K0.03%+9613F-HRTimeline
SMITH, MOORE & CO.6,131$651K0.05%-44313F-HRTimeline
Heritage Wealth Advisors6,112$649K0.03%+46413F-HRTimeline
Breakwater Investment Management6,098$647K0.24%-2,18313F-HRTimeline
Smith Thornton Advisors LLC6,095$647K0.33%013F-HRTimeline
Wiser Wealth Management, Inc6,056$643K0.14%+17113F-HRTimeline
Kane Co Wealth Management, Inc.6,050$642K0.54%+1,35013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,037$641K0.08%-1,55413F-HRTimeline
NewSquare Capital LLC6,001$637K0.06%+19713F-HRTimeline
Invst, LLC5,980$635K0.07%-1,34613F-HRTimeline
Rothschild Wealth LLC5,893$626K0.06%+3,60913F-HRTimeline
HighPoint Advisor Group LLC5,886$625K0.03%-47413F-HRTimeline
Eley Financial Management, Inc5,883$624K0.23%013F-HR/ATimeline
Lifelong Wealth Advisors, Inc.5,852$621K0.17%+1,46313F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC5,798$620K0.35%+10613F-HRTimeline
Next Level Private LLC5,801$616K0.14%+2,76413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT5,798$615K0.01%new13F-HRTimeline
RAM Investment Partners, LLC5,734$609K0.11%+213F-HRTimeline
Wagner Wealth Management, Corp5,724$608K0.55%-39513F-HRTimeline
Seascape Capital Management5,710$606K0.17%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,680$603K0.04%-1,53813F-HRTimeline
Trivium Point Advisory, LLC5,665$601K0.11%-24513F-HRTimeline
Unify Financial Advisors5,630$598K0.62%+20013F-HRTimeline
Shotwell Rutter Baer Inc5,627$597K0.35%-31713F-HRTimeline
EPIQ PARTNERS, LLC5,595$594K0.28%+2,25513F-HRTimeline
CFO4Life Group, LLC5,587$593K0.09%-32513F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,527$587K0.15%+113F-HRTimeline
Uptown Financial Advisors LLC5,518$586K0.47%013F-HRTimeline
Frisco Financial Planning LLC5,517$586K0.48%+1,94313F-HRTimeline
Pallas Capital Advisors LLC5,513$585K0.02%013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …5,512$585K0.18%-1,13113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…5,497$584K<0.01%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,493$583K0.21%-3113F-HRTimeline
Clarion Wealth Managment Partners, LLC5,480$582K0.53%-11013F-HRTimeline
Wellspring Financial Advisors, LLC5,478$581K0.04%-1,25913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,468$580K0.12%new13F-HRTimeline
Cadent Capital Advisors, LLC5,443$578K0.15%+2813F-HRTimeline
Financial Sense Advisors, Inc.5,439$577K0.12%-1,38513F-HRTimeline
Fullerton Advisors, LLC5,438$577K0.6%+42813F-HRTimeline
SeaBridge Investment Advisors LLC5,425$576K0.1%-2,33613F-HRTimeline
WealthBridge Capital Management, LLC5,416$575K0.13%+1,12813F-HRTimeline
Qube Research & Technologies Ltd5,415$575K<0.01%-3,87513F-HRTimeline
Cassilly Financial Group LLC5,415$575K0.5%+64413F-HRTimeline
High Net Worth Advisory Group LLC5,402$573K0.13%013F-HRTimeline
GEM Asset Management, LLC5,383$571K0.25%+2813F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC5,370$570K0.31%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,360$569K+81Timeline
Quadrant Private Wealth Management, LLC5,357$569K0.09%-33913F-HRTimeline
5T Wealth, LLC5,357$569K0.22%+2,42413F-HRTimeline
IFS Group,LLC5,345$567K0.51%13F-HRTimeline
Advocacy Wealth Management, LLC5,336$566K0.03%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC5,293$562K0.06%+2,95213F-HRTimelineGroup
Rock Point Advisors, LLC5,283$561K0.15%-1,52813F-HRTimeline
SUTTON PLACE INVESTORS LLC5,251$557K0.3%-29413F-HRTimeline
Stewardship Advisors, LLC5,248$557K0.13%-91913F-HRTimeline
Heirloom Wealth Management5,221$554K0.1%new13F-HRTimeline
Continuum Advisory, LLC5,211$553K0.05%+9113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska5,207$553K0.06%+80113F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC5,195$551K0.04%+5713F-HRTimeline
NorthRock Partners, LLC5,174$549K0.01%+52613F-HRTimeline
Evolution Wealth Advisors, LLC5,164$548K0.06%+26713F-HRTimeline
Friday Financial5,156$547K0.19%-56413F-HRTimeline
Fairway Wealth LLC5,146$546K0.14%+62513F-HRTimeline
DAVIDSON TRUST CO5,140$546K0.24%-2213F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC5,140$546K0.15%+2,42513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,123$544K0.04%013F-HRTimeline
GRANDFIELD & DODD, LLC5,115$543K0.03%013F-HRTimeline
Chesapeake Wealth Management5,110$542K0.17%+36013F-HRTimeline
Clare Market Investments LLC5,100$541K0.11%13F-HRTimeline
Provenance Wealth Advisors, LLC5,086$540K0.06%013F-HRTimeline
Aegis Wealth Management, Inc.5,079$539K0.42%-7013F-HRTimeline
McKinley Carter Wealth Services, Inc.5,070$538K0.03%-38813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,063$537K0.15%new13F-HRTimelineGroup
Collaborative Wealth Managment Inc.5,049$536K0.25%-25,26313F-HRTimeline
Coastal Bridge Advisors, LLC5,037$535K0.04%+90813F-HRTimeline
Capital Asset Managemnet, LLC5,030$534K0.6%+30513F-HRTimeline
Northstar Financial Companies, Inc.5,016$532K0.42%+22313F-HRTimeline
First Affirmative Financial Network5,007$531K0.21%13F-HR/ATimeline
LJI Wealth Management, LLC5,006$531K0.09%-5,78513F-HRTimeline
Covestor Ltd5,004$531K0.37%+12213F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,000$531K0.13%013F-HRTimeline
Hummer Financial Advisory Services Inc5,000$531K0.38%013F-HRTimeline
SeaCrest Wealth Management, LLC4,998$531K0.06%-1,20313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,995$530K0.03%-28513F-HRTimelineGroup
WPG Advisers, LLC4,982$529K0.39%+11713F-HRTimeline
Impact Investors, Inc4,978$528K0.37%-82913F-HRTimeline
Evensky & Katz LLC4,972$528K0.03%+1,45513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC4,935$524K0.02%+1,15913F-HRTimeline
Lynx Investment Advisory4,933$524K0.25%+2,86913F-HRTimeline
OLIO Financial Planning4,915$522K0.14%-2113F-HRTimeline
BEACON FINANCIAL GROUP4,902$520K0.05%-4913F-HRTimeline
Lake Hills Wealth Management, LLC4,892$519K0.29%new13F-HRTimeline
Heritage Family Offices, LLP4,864$516K0.23%+2,04313F-HRTimeline
STRATEGY ASSET MANAGERS LLC4,855$515K0.08%-15313F-HRTimeline
Advance Capital Management, Inc.4,840$514K0.02%-23813F-HRTimeline
FARMERS TRUST CO4,828$512K0.08%+49613F-HRTimeline
Braun-Bostich & Associates Inc.4,822$512K0.32%+2413F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,821$512K0.02%-1,16513F-HRTimeline
Investment Advisory Group, LLC4,802$510K0.13%013F-HRTimeline
Acorn Wealth Advisors, LLC4,773$507K0.15%-9413F-HRTimeline
Bell Investment Advisors, Inc4,760$505K0.08%+2,93813F-HRTimeline
Sandbox Financial Partners, LLC4,759$505K0.14%+3713F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,735$503K0.32%-1,36813F-HRTimeline
LifeGoal Investments, LLC4,706$500K0.29%-1,75313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,698$499K0.01%+3013F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,697$499K0.05%new13F-HRTimelineGroup
Asset Allocation Strategies LLC4,697$499K0.09%+113F-HRTimeline
Sage Mountain Advisors LLC4,670$496K0.03%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC4,635$492K0.06%013F-HRTimeline
Integrated Investment Consultants, LLC4,618$490K0.1%+5113F-HRTimeline
BRIGHTON JONES LLC4,605$489K0.01%new13F-HR/ATimeline
Kesler, Norman & Wride, LLC4,583$486K0.08%+78013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,572$485K0.01%+6213F-HRTimelineGroup
Canandaigua National Trust Co of Florida4,569$485K0.39%+10013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.4,567$485K0.05%+38913F-HRTimeline
BridgePort Financial Solutions, LLC4,566$485K0.14%013F-HRTimeline
Oregon Pacific Wealth Management, LLC4,563$484K0.51%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC4,545$482K0.04%-1,02513F-HRTimeline
NVWM, LLC4,510$479K0.11%-5813F-HRTimeline
Paulson Wealth Management Inc.4,485$476K0.11%013F-HRTimeline
FOCUS Wealth Advisors, LLC4,466$474K0.23%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,416$469K0.01%+48713F-HR/ATimelineGroup
Intrua Financial, LLC4,411$468K0.05%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC4,400$467K0.01%013F-HRTimeline
Occidental Asset Management, LLC4,394$466K0.06%013F-HRTimeline
TCP Asset Management, LLC4,387$466K0.06%-13913F-HRTimeline
Atlas Legacy Advisors, LLC4,379$465K0.08%+22313F-HRTimeline
Westshore Wealth, LLC4,373$464K0.16%-16413F-HRTimeline
SWMG, LLC4,370$464K0.13%-4413F-HRTimeline
DIVIDEND ASSETS CAPITAL, LLC4,362$463K0.09%new13F-HRTimeline
GeoWealth Management, LLC4,341$461K0.02%-58813F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,323$459K0.07%013F-HRTimeline
Erickson Financial Group, LLC4,322$459K0.29%-4613F-HRTimeline
HM PAYSON & CO4,312$458K0.01%013F-HRTimeline
EPG Wealth Management LLC4,300$456K0.12%013F-HRTimeline
Bouchey Financial Group, Ltd.4,263$456K0.03%013F-HRTimeline
XML Financial, LLC4,284$455K0.04%+213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,284$455K0.02%+1,51213F-HRTimeline
Altar Rock LLC4,283$455K0.53%013F-HRTimeline
KINTRA WEALTH, LLC4,277$454K0.03%new13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.4,263$453K0.06%-1413F-HRTimeline
Atlas Brown,Inc.4,262$452K0.14%+1813F-HRTimeline
Iowa State Bank4,235$450K0.08%+10913F-HRTimeline
Summit Wealth Partners, LLC4,182$444K0.07%+1113F-HRTimeline
Covenant Asset Management, LLC4,174$443K0.09%013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC4,164$442K0.08%-17,61813F-HRTimeline
Welch & Forbes LLC4,153$441K0.01%+1,81613F-HRTimeline
Graetz Wealth LLC4,145$440K0.39%+1,36913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,131$439K0.1%+34513F-HRTimeline
WEALTHGARDEN F.S. LLC4,124$438K0.3%+35613F-HRTimeline
EASTERN BANK4,119$437K0.01%+40613F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…4,095$435K0.34%-8513F-HRTimeline
Bigelow Investment Advisors, LLC4,094$435K0.17%+10013F-HRTimeline
IFC Advisors LLC4,077$433K0.06%+36013F-HRTimeline
Northland Capital Management LLC4,055$430K0.24%+77013F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…4,045$429K<0.01%013F-HRTimeline
Diligent Investors, LLC4,014$426K0.11%+713F-HRTimeline
Newman Dignan & Sheerar, Inc.4,008$425K0.09%new13F-HRTimeline
Hexagon Capital Partners LLC4,007$425K0.06%new13F-HRTimeline
Stablepoint Partners, LLC4,001$425K0.06%+21913F-HRTimeline
American Financial Advisors, LLC4,000$425K0.06%-3213F-HRTimeline
Cannon Wealth Management Services, LLC3,978$422K0.29%-53613F-HRTimeline
Valley Financial Group, Inc.3,949$419K0.23%+48413F-HRTimeline
NorthStar Asset Management LLC /NJ/3,946$419K0.2%-29913F-HRTimeline
Transcendent Capital Group LLC3,938$418K0.19%+9513F-HRTimeline
Ellis Investment Partners, LLC3,934$418K0.07%+2113F-HRTimeline
Hutchens & Kramer Investment Management…3,933$417K0.13%new13F-HRTimeline
Wise Wealth Partners3,925$417K0.56%-17913F-HRTimeline
Intergy Private Wealth, LLC3,906$415K0.12%+38713F-HRTimeline
Root Financial Partners, LLC3,872$411K0.02%+3,65813F-HRTimeline
Park Place Capital Corp3,865$410K0.08%+1513F-HRTimeline
Allodium Investment Consultants, LLC3,865$410K0.2%-613F-HRTimeline
Insight Advisors, LLC/ PA3,850$409K0.08%-2613F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.3,845$408K0.24%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,844$408K<0.01%-7213F-HRTimeline
Kelly Financial Services LLC3,827$406K0.1%-4,56413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,821$405K<0.01%013F-HRTimelineGroup
FreeGulliver LLC3,812$405K0.17%+13913F-HRTimeline
Helium Advisors LLC3,759$399K0.38%-2913F-HRTimeline
Altus Wealth Management, LLC3,755$399K0.18%-113F-HRTimeline
MSH Capital Advisors LLC3,752$398K0.08%-2,15013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,750$398K0.15%013F-HRTimeline
Anson Capital, Inc.3,744$397K0.27%+11013F-HRTimeline
Barnes Wealth Management Group, Inc3,728$396K0.2%+1,80613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,715$395K0.03%+2,38813F-HRTimeline
Wealth Alliance Advisory Group, LLC3,716$394K0.06%013F-HRTimeline